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LEA

Legacy Edge Advisors Portfolio holdings

AUM $951M
This Fund
S&P 500
This Quarter Est. Return
+1.58%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$914M
AUM Growth
–
Cap. Flow
+$910M
Cap. Flow %
99.57%
Top 10 Hldgs %
46.64%
Holding
217
New
217
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$104M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$85.5M
3
IWD icon
iShares Russell 1000 Value ETF
IWD
+$47M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$33.4M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$31.8M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 4.58%
2 Financials 1.56%
3 Communication Services 1.16%
4 Healthcare 0.79%
5 Consumer Discretionary 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BOND icon
176
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.4B
$314K 0.03%
+3,378
New +$316K
PFE icon
177
Pfizer
PFE
$143B
$314K 0.03%
+12,602
New +$318K
VHT icon
178
Vanguard Health Care ETF
VHT
$18.5B
$312K 0.03%
+1,085
New +$303K
IBM icon
179
IBM
IBM
$213B
$312K 0.03%
+1,054
New +$316K
ADI icon
180
Analog Devices
ADI
$172B
$311K 0.03%
+1,147
New +$288K
SCHM icon
181
Schwab US Mid-Cap ETF
SCHM
$14.2B
$301K 0.03%
+10,018
New +$299K
CSX icon
182
CSX Corp
CSX
$94B
$294K 0.03%
+8,115
New +$290K
INTC icon
183
Intel
INTC
$413B
$289K 0.03%
+7,845
New +$296K
BSX icon
184
Boston Scientific
BSX
$68.4B
$287K 0.03%
+3,012
New +$295K
SLYG icon
185
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5B
$285K 0.03%
+3,031
New +$286K
MMM icon
186
3M
MMM
$91.8B
$282K 0.03%
+1,763
New +$288K
SLV icon
187
iShares Silver Trust
SLV
$27.7B
$282K 0.03%
+4,372
New +$219K
TRV icon
188
Travelers Companies
TRV
$81.1B
$281K 0.03%
+969
New +$273K
XOM icon
189
ExxonMobil
XOM
$650B
$280K 0.03%
+2,329
New +$270K
MRK icon
190
Merck
MRK
$322B
$275K 0.03%
+2,612
New +$245K
XJR icon
191
iShares ESG Screened S&P Small-Cap ETF
XJR
$184M
$271K 0.03%
+6,376
New +$271K
GE icon
192
GE Aerospace
GE
$364B
$266K 0.03%
+864
New +$260K
VCSH icon
193
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$264K 0.03%
+3,315
New +$265K
IWX icon
194
iShares Russell Top 200 Value ETF
IWX
$3.92B
$262K 0.03%
+2,848
New +$256K
MDLZ icon
195
Mondelez International
MDLZ
$82.9B
$258K 0.03%
+4,793
New +$276K
EWJ icon
196
iShares MSCI Japan ETF
EWJ
$21.2B
$255K 0.03%
+3,157
New +$259K
BKNG icon
197
Booking.com
BKNG
$156B
$252K 0.03%
+1,175
New +$242K
MUNI icon
198
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.06B
$250K 0.03%
+4,774
New +$251K
THRO
199
iShares U.S. Thematic Rotation Active ETF
THRO
$6.22B
$248K 0.03%
+6,430
New +$246K
ZTS icon
200
Zoetis
ZTS
$32.7B
$246K 0.03%
+1,959
New +$256K
5 6 7
8
9

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Legacy Edge Advisors's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Legacy Edge Advisors, which disclosed 217 positions worth $914M. Its ten largest holdings account for 47% of the portfolio.

Its largest position is Vanguard Intermediate-Term Corporate Bond ETF: 1,241,883 shares worth $104M.

By sector, the portfolio is most concentrated in Technology at 4.6% of assets, followed by Financials and Communication Services.

  • Legacy Edge Advisors's largest Q4 2025 buy was Vanguard Intermediate-Term Corporate Bond ETF: 1,241,883 shares worth $104M.
  • Legacy Edge Advisors's ten largest holdings make up 47% of its $914M portfolio in Q4 2025.
  • Legacy Edge Advisors disclosed 217 positions in Q4 2025, its first 13F filing on record.

Based on Legacy Edge Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.